Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Medline Industries Inc. Employees Profit Sharing Retirement Plan Tactical Asset Allocation Moderate | NA | 18.49% | -1.13% | 2.93% | 2.34% | 3.54% | 6.43% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Medline Industries Inc. Employees Profit Sharing Retirement Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.06 | 18.49 | -1.13 | 2.93 | 2.34 | 3.54 | 6.43 | … | … | 0.70 | 6.73 | 5.12 | -14.96 | 2.25 | 13.70 | 2.68 | -4.13 | 14.46 | 6.41 | -6.98 | 0.29 | 13.67 | 3.69 | 0.37 | 8.71 | 20.12 | 1.38 | 18.27 | 22.38 | 13.72 | 10.12 | 19.02 | 12.59 | 6.18 |
| Sharpe Ratio | NA | 0.20 | -0.53 | -0.04 | 0.07 | NA | NA | … | … | 0.07 | 0.02 | 0.10 | -1.56 | 0.22 | 1.50 | 0.25 | -0.76 | 2.76 | 1.25 | -1.29 | 0.05 | 1.90 | 0.71 | 0.04 | 0.93 | 2.27 | 0.07 | 1.22 | 1.83 | 1.73 | 1.02 | 2.97 | 1.47 | 0.60 |
| Standard Deviation(%) | NA | 8.93 | 9.41 | 9.52 | 7.82 | NA | NA | … | … | 9.17 | 9.02 | 8.56 | 10.49 | 10.32 | 9.00 | 5.13 | 7.20 | 5.01 | 4.98 | 5.42 | 5.76 | 7.17 | 5.13 | 8.16 | 9.25 | 8.82 | 6.63 | 12.56 | 10.45 | 6.69 | 8.97 | 6.17 | 7.80 | 6.50 |
| Draw Down(%) | NA | 5.72 | 19.76 | 24.00 | 24.00 | NA | NA | … | … | 0.64 | 5.72 | 8.29 | 15.69 | 8.24 | 8.94 | 5.10 | 9.74 | 2.62 | 4.68 | 8.41 | 5.33 | 4.37 | 4.70 | 7.73 | 8.14 | 4.18 | 5.16 | 9.94 | 14.30 | 5.56 | 11.42 | 3.81 | 5.39 | 5.42 |
| Yield(%) | NA | 3.24 | 3.79 | 3.25 | 2.88 | NA | NA | … | … | NA | 0.74 | 2.94 | 3.03 | 4.40 | 2.47 | 2.93 | 2.46 | 0.26 | 2.88 | 3.45 | 3.33 | 1.03 | 2.74 | 5.33 | 3.50 | 4.19 | 4.86 | 10.21 | 11.61 | 6.43 | 2.15 | 4.66 | 6.26 | 5.92 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Medline Industries Inc. Employees Profit Sharing Retirement Plan Tactical Asset Allocation Moderate |
-3.56%
Apr 2021 – Apr 2024 |
-1.64%
Feb 2018 – Feb 2023 |
0.87%
Oct 2013 – Oct 2023 |
3.16%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Medline Industries Inc. Employees Profit Sharing Retirement Plan Tactical Asset Allocation Moderate |
22.03%
Oct 2004 – Oct 2007 |
17.56%
Oct 2002 – Oct 2007 |
13.45%
Apr 2001 – Apr 2011 |
9.67%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart